dsh-industry-research 0.1.0

package/lib/types/tools/track.js

@@ -0,0 +1,188 @@
+/**
+ * The `industry_track` tool: track public-source policy and news for one
+ * industry through `ctx.web` (never a hand-rolled fetch). Searches per topic,
+ * applies the host allow/block lists and the `since` filter, fetches page
+ * snapshots for a SHA-256 provenance hash within the configured fetch budget,
+ * and merges the surviving entries into `timeline.jsonl` (dedupe by
+ * normalized URL, capped by `timelineMaxEntries`). Fails loud when the web
+ * capability is unreachable; never fabricates an entry.
+ * @module dsh-industry-research/tools/track
+ */
+import { defineTool } from '@deepseek-ai/dsh-tools';
+import { mergeTimeline, readTimeline, sourceAllowed } from "../timeline.js";
+import { sha256Of } from "../sources.js";
+import { requestSignal, requireWeb, webErrorMessage } from "../web.js";
+import { industryDirOf, timelinePathOf, workspaceOf } from "../toolkit.js";
+/** How many snapshot fetches may run concurrently. */
+const FETCH_CONCURRENCY = 4;
+/**
+ * Run `limit`-bounded concurrent workers over `items`.
+ * @param items - the work items.
+ * @param limit - concurrency bound.
+ * @param worker - the per-item async worker.
+ */
+async function pool(items, limit, worker) {
+    let next = 0;
+    const runners = Array.from({ length: Math.min(limit, items.length) }, async () => {
+        while (next < items.length) {
+            const item = items[next];
+            next += 1;
+            if (item !== undefined)
+                await worker(item);
+        }
+    });
+    await Promise.all(runners);
+}
+/**
+ * Build the `industry_track` tool definition.
+ * @param ctx - the plugin context (event emission + optional web lookup).
+ * @param config - the resolved plugin config.
+ * @returns the tool definition to register.
+ */
+export function buildIndustryTrackTool(ctx, config) {
+    return defineTool({
+        name: 'industry_track',
+        description: '行业研究员的政策与动态跟踪工具：经官方 ctx.web 检索行业政策/要闻，产出带日期、标题、来源 URL、摘要与抓取快照哈希的结构化时间线条目，追加去重写入 timeline.jsonl。只使用公开源；来源不可达或数据缺口会显式列出，禁止编造。仅供研究，不构成投资建议。',
+        parameters: {
+            industry: { type: 'string', required: true, description: '行业名（作为目录段，如「白酒」）' },
+            topics: { type: 'array', items: { type: 'string' }, description: '检索主题列表；缺省用「<行业> 行业 政策」与「<行业> 行业 动态 要闻」' },
+            since: { type: 'string', description: '只保留该日期（ISO-8601）及之后的条目（按来源发布日期过滤；无日期的来源保留）' },
+        },
+        output: {
+            schema: {
+                type: 'object',
+                properties: {
+                    industry: { type: 'string', required: true },
+                    path: { type: 'string', required: true },
+                    added: { type: 'array', items: { type: 'json' }, required: true },
+                    duplicates: { type: 'number', required: true },
+                    blocked: { type: 'number', required: true },
+                    tooOld: { type: 'number', required: true },
+                    fetchFailed: { type: 'array', items: { type: 'json' }, required: true },
+                    total: { type: 'number', required: true },
+                    truncated: { type: 'boolean', required: true },
+                    corruptSkipped: { type: 'number', required: true },
+                },
+                additionalProperties: false,
+            },
+            render: (_args, value) => {
+                const current = value;
+                const lines = [
+                    `行业「${current.industry}」政策与动态：新增 ${current.added.length} 条（去重 ${current.duplicates}，拦截 ${current.blocked}，过早 ${current.tooOld}），时间线共 ${current.total} 条 → ${current.path}`,
+                ];
+                for (const entry of current.added.slice(0, 10)) {
+                    lines.push(`- ${entry.date ?? '日期未知'} — ${entry.title}（${entry.url}）`);
+                }
+                if (current.added.length > 10)
+                    lines.push(`- ……其余 ${current.added.length - 10} 条见 timeline.jsonl`);
+                if (current.fetchFailed.length > 0) {
+                    lines.push(`快照抓取失败 ${current.fetchFailed.length} 条（仍以纯引用条目记录）：${current.fetchFailed.map(failure => failure.url).join('；')}`);
+                }
+                if (current.truncated)
+                    lines.push('已达 retention 上限，最旧条目已被裁剪。');
+                if (current.corruptSkipped > 0)
+                    lines.push(`警告：跳过 ${current.corruptSkipped} 行损坏的既有时间线记录。`);
+                return [{ type: 'text', text: lines.join('\n') }];
+            },
+        },
+        timeoutMs: Math.max(60_000, config.fetchTimeoutMs * config.track.maxFetchesPerCall),
+        async execute(args, exec) {
+            const web = requireWeb(ctx, config, 'industry_track');
+            const cwd = workspaceOf(exec);
+            const { dir, name } = industryDirOf(config, cwd, args.industry);
+            const path = timelinePathOf(dir);
+            const topics = (args.topics ?? [`${name} 行业 政策`, `${name} 行业 动态 要闻`]).map(topic => topic.trim()).filter(topic => topic.length > 0);
+            if (topics.length === 0)
+                throw new Error('topics must contain at least one non-empty topic');
+            const since = args.since?.trim();
+            if (since !== undefined && Number.isNaN(Date.parse(since))) {
+                throw new Error(`since must be an ISO-8601 date, got ${JSON.stringify(args.since)}`);
+            }
+            const byUrl = new Map();
+            for (const topic of topics) {
+                const outcome = await web.search({ query: topic, maxResults: config.track.maxResultsPerTopic }, requestSignal(exec.signal, config.fetchTimeoutMs));
+                for (const source of outcome.sources) {
+                    const existing = byUrl.get(source.url);
+                    if (existing !== undefined) {
+                        if (!existing.topics.includes(topic))
+                            existing.topics.push(topic);
+                        continue;
+                    }
+                    byUrl.set(source.url, {
+                        url: source.url,
+                        title: source.title ?? null,
+                        snippet: source.snippet ?? null,
+                        publishedAt: source.publishedAt ?? null,
+                        topics: [topic],
+                    });
+                }
+            }
+            // Filter phase: allow/block lists, then the since filter.
+            let blocked = 0;
+            let tooOld = 0;
+            const candidates = [];
+            for (const candidate of byUrl.values()) {
+                if (!sourceAllowed(candidate.url, config.sourceAllowlist, config.sourceBlocklist)) {
+                    blocked += 1;
+                    continue;
+                }
+                if (since !== undefined && candidate.publishedAt !== null) {
+                    const published = Date.parse(candidate.publishedAt);
+                    if (!Number.isNaN(published) && published < Date.parse(since)) {
+                        tooOld += 1;
+                        continue;
+                    }
+                }
+                candidates.push(candidate);
+            }
+            // Snapshot phase: bounded concurrent fetches within the call budget.
+            const now = new Date().toISOString();
+            const fetchFailed = [];
+            const snapshots = new Map();
+            const fetchable = candidates.slice(0, config.track.maxFetchesPerCall);
+            await pool(fetchable, FETCH_CONCURRENCY, async (candidate) => {
+                try {
+                    const outcome = await web.fetch({ url: candidate.url }, requestSignal(exec.signal, config.fetchTimeoutMs));
+                    snapshots.set(candidate.url, sha256Of(outcome.body.content));
+                }
+                catch (error) {
+                    fetchFailed.push({ url: candidate.url, note: webErrorMessage(error) });
+                }
+            });
+            const batch = candidates.map(candidate => {
+                const snapshotHash = snapshots.get(candidate.url) ?? null;
+                const failure = fetchFailed.find(entry => entry.url === candidate.url);
+                const beyondBudget = !fetchable.includes(candidate);
+                return {
+                    date: candidate.publishedAt,
+                    title: candidate.title ?? candidate.url,
+                    url: candidate.url,
+                    summary: candidate.snippet,
+                    snapshotHash,
+                    capturedAt: now,
+                    topics: candidate.topics,
+                    ...(snapshotHash === null
+                        ? { note: failure !== undefined ? `快照抓取失败：${failure.note}` : beyondBudget ? '超出本次抓取预算，未抓取快照' : '无快照' }
+                        : {}),
+                };
+            });
+            const { corrupt } = await readTimeline(path);
+            const merge = await mergeTimeline(path, batch, config.timelineMaxEntries);
+            const payload = { industry: name, path, added: merge.added.length, duplicates: merge.duplicates, total: merge.total };
+            ctx.emit('industry-research/track', payload);
+            return {
+                industry: name,
+                path,
+                added: merge.added,
+                duplicates: merge.duplicates,
+                blocked,
+                tooOld,
+                fetchFailed,
+                total: merge.total,
+                truncated: merge.truncated,
+                corruptSkipped: corrupt,
+            };
+        },
+    });
+}
+//# sourceMappingURL=track.js.map

package/lib/types/tools/track.js.map

@@ -0,0 +1 @@
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package/lib/types/version.d.ts

@@ -0,0 +1,8 @@
+/**
+ * Single source of truth for the package version (stamped by the release
+ * script together with package.json and CHANGELOG.md).
+ * @module dsh-industry-research/version
+ */
+/** The package version. */
+export declare const VERSION = "0.1.0";
+//# sourceMappingURL=version.d.ts.map

package/lib/types/version.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"version.d.ts","sourceRoot":"","sources":["../../src/version.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,2BAA2B;AAC3B,eAAO,MAAM,OAAO,UAAU,CAAA"}

package/lib/types/version.js

@@ -0,0 +1,8 @@
+/**
+ * Single source of truth for the package version (stamped by the release
+ * script together with package.json and CHANGELOG.md).
+ * @module dsh-industry-research/version
+ */
+/** The package version. */
+export const VERSION = '0.1.0';
+//# sourceMappingURL=version.js.map

package/lib/types/version.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"version.js","sourceRoot":"","sources":["../../src/version.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,2BAA2B;AAC3B,MAAM,CAAC,MAAM,OAAO,GAAG,OAAO,CAAA"}

package/lib/types/web.d.ts

@@ -0,0 +1,74 @@
+/**
+ * Optional access to the `ctx.web` capability. The service is never injected
+ * (a deployment without web providers must still mount this plugin); it is
+ * looked up structurally at execution time, and `industry_track` fails loud
+ * with mount guidance when the capability or the deployment's `offline` mode
+ * says the web is out of reach.
+ * @module dsh-industry-research/web
+ */
+import type { Context } from '@deepseek-ai/cordis';
+import type { ResolvedConfig } from './config.js';
+/** One citeable search source (structural mirror of `WebSearchSource`). */
+export type WebSource = {
+    readonly url: string;
+    readonly title?: string;
+    readonly snippet?: string;
+    readonly publishedAt?: string;
+};
+/** Structural mirror of `WebSearchResult`. */
+export interface WebSearchOutcome {
+    readonly content?: string;
+    readonly sources: readonly WebSource[];
+    readonly truncated: boolean;
+}
+/** Structural mirror of `WebFetchResult`. */
+export interface WebFetchOutcome {
+    readonly url: string;
+    readonly statusCode: number;
+    readonly body: {
+        readonly kind: string;
+        readonly content: string;
+    };
+    readonly truncated: boolean;
+}
+/** The structural surface of the optional `ctx.web` service this plugin uses. */
+export interface WebLike {
+    search(request: {
+        query: string;
+        maxResults?: number;
+    }, signal?: AbortSignal): Promise<WebSearchOutcome>;
+    fetch(request: {
+        url: string;
+    }, signal?: AbortSignal): Promise<WebFetchOutcome>;
+}
+/**
+ * Look up the optional web capability.
+ * @param ctx - the plugin context.
+ * @returns the web service surface, or undefined when no web seam is mounted.
+ */
+export declare function lookupWeb(ctx: Context): WebLike | undefined;
+/**
+ * Resolve the web capability or throw the actionable reason it cannot run:
+ * `offline: true` (deployment choice) or no mounted web seam (mount guidance
+ * naming the missing pieces). Used by tools whose work is impossible offline.
+ * @param ctx - the plugin context.
+ * @param config - the resolved plugin config.
+ * @param tool - the calling tool name (for the error message).
+ * @returns the web service surface.
+ */
+export declare function requireWeb(ctx: Context, config: ResolvedConfig, tool: string): WebLike;
+/**
+ * Combine the tool's caller signal with the configured per-request timeout.
+ * @param signal - the tool execution signal (`exec.signal`).
+ * @param timeoutMs - per-request timeout in milliseconds.
+ * @returns a signal that fires on either cancellation or timeout.
+ */
+export declare function requestSignal(signal: AbortSignal, timeoutMs: number): AbortSignal;
+/**
+ * Render a thrown web failure with its machine-routable code when one exists
+ * (`WebError` carries a stable `code`; plain errors degrade to the message).
+ * @param error - the thrown value.
+ * @returns a single-line diagnostic.
+ */
+export declare function webErrorMessage(error: unknown): string;
+//# sourceMappingURL=web.d.ts.map

package/lib/types/web.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"web.d.ts","sourceRoot":"","sources":["../../src/web.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,qBAAqB,CAAA;AAClD,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,aAAa,CAAA;AAEjD,2EAA2E;AAC3E,MAAM,MAAM,SAAS,GAAG;IACtB,QAAQ,CAAC,GAAG,EAAE,MAAM,CAAA;IACpB,QAAQ,CAAC,KAAK,CAAC,EAAE,MAAM,CAAA;IACvB,QAAQ,CAAC,OAAO,CAAC,EAAE,MAAM,CAAA;IACzB,QAAQ,CAAC,WAAW,CAAC,EAAE,MAAM,CAAA;CAC9B,CAAA;AAED,8CAA8C;AAC9C,MAAM,WAAW,gBAAgB;IAC/B,QAAQ,CAAC,OAAO,CAAC,EAAE,MAAM,CAAA;IACzB,QAAQ,CAAC,OAAO,EAAE,SAAS,SAAS,EAAE,CAAA;IACtC,QAAQ,CAAC,SAAS,EAAE,OAAO,CAAA;CAC5B;AAED,6CAA6C;AAC7C,MAAM,WAAW,eAAe;IAC9B,QAAQ,CAAC,GAAG,EAAE,MAAM,CAAA;IACpB,QAAQ,CAAC,UAAU,EAAE,MAAM,CAAA;IAC3B,QAAQ,CAAC,IAAI,EAAE;QAAE,QAAQ,CAAC,IAAI,EAAE,MAAM,CAAC;QAAC,QAAQ,CAAC,OAAO,EAAE,MAAM,CAAA;KAAE,CAAA;IAClE,QAAQ,CAAC,SAAS,EAAE,OAAO,CAAA;CAC5B;AAED,iFAAiF;AACjF,MAAM,WAAW,OAAO;IACtB,MAAM,CAAC,OAAO,EAAE;QAAE,KAAK,EAAE,MAAM,CAAC;QAAC,UAAU,CAAC,EAAE,MAAM,CAAA;KAAE,EAAE,MAAM,CAAC,EAAE,WAAW,GAAG,OAAO,CAAC,gBAAgB,CAAC,CAAA;IACxG,KAAK,CAAC,OAAO,EAAE;QAAE,GAAG,EAAE,MAAM,CAAA;KAAE,EAAE,MAAM,CAAC,EAAE,WAAW,GAAG,OAAO,CAAC,eAAe,CAAC,CAAA;CAChF;AAED;;;;GAIG;AACH,wBAAgB,SAAS,CAAC,GAAG,EAAE,OAAO,GAAG,OAAO,GAAG,SAAS,CAE3D;AAED;;;;;;;;GAQG;AACH,wBAAgB,UAAU,CAAC,GAAG,EAAE,OAAO,EAAE,MAAM,EAAE,cAAc,EAAE,IAAI,EAAE,MAAM,GAAG,OAAO,CAStF;AAED;;;;;GAKG;AACH,wBAAgB,aAAa,CAAC,MAAM,EAAE,WAAW,EAAE,SAAS,EAAE,MAAM,GAAG,WAAW,CAEjF;AAED;;;;;GAKG;AACH,wBAAgB,eAAe,CAAC,KAAK,EAAE,OAAO,GAAG,MAAM,CAOtD"}

package/lib/types/web.js

@@ -0,0 +1,60 @@
+/**
+ * Optional access to the `ctx.web` capability. The service is never injected
+ * (a deployment without web providers must still mount this plugin); it is
+ * looked up structurally at execution time, and `industry_track` fails loud
+ * with mount guidance when the capability or the deployment's `offline` mode
+ * says the web is out of reach.
+ * @module dsh-industry-research/web
+ */
+/**
+ * Look up the optional web capability.
+ * @param ctx - the plugin context.
+ * @returns the web service surface, or undefined when no web seam is mounted.
+ */
+export function lookupWeb(ctx) {
+    return ctx.get('web');
+}
+/**
+ * Resolve the web capability or throw the actionable reason it cannot run:
+ * `offline: true` (deployment choice) or no mounted web seam (mount guidance
+ * naming the missing pieces). Used by tools whose work is impossible offline.
+ * @param ctx - the plugin context.
+ * @param config - the resolved plugin config.
+ * @param tool - the calling tool name (for the error message).
+ * @returns the web service surface.
+ */
+export function requireWeb(ctx, config, tool) {
+    if (config.offline) {
+        throw new Error(`${tool} cannot run while config.offline is true — public-source tracking requires the web; set offline: false or work from local artifacts only`);
+    }
+    const web = lookupWeb(ctx);
+    if (web === undefined) {
+        throw new Error(`${tool} requires the ctx.web capability, which is not mounted in this profile — mount @deepseek-ai/dsh-web plus a search provider (e.g. @deepseek-ai/dsh-web-search-deepseek) and a fetch provider (e.g. @deepseek-ai/dsh-web-fetch-http); the official dsh-base bundle already composes them`);
+    }
+    return web;
+}
+/**
+ * Combine the tool's caller signal with the configured per-request timeout.
+ * @param signal - the tool execution signal (`exec.signal`).
+ * @param timeoutMs - per-request timeout in milliseconds.
+ * @returns a signal that fires on either cancellation or timeout.
+ */
+export function requestSignal(signal, timeoutMs) {
+    return AbortSignal.any([signal, AbortSignal.timeout(timeoutMs)]);
+}
+/**
+ * Render a thrown web failure with its machine-routable code when one exists
+ * (`WebError` carries a stable `code`; plain errors degrade to the message).
+ * @param error - the thrown value.
+ * @returns a single-line diagnostic.
+ */
+export function webErrorMessage(error) {
+    if (error instanceof Error) {
+        const code = error.code;
+        if (typeof code === 'string' && code.length > 0)
+            return `${code}: ${error.message}`;
+        return error.message;
+    }
+    return String(error);
+}
+//# sourceMappingURL=web.js.map

package/lib/types/web.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -0,0 +1,143 @@
+{
+  "name": "dsh-industry-research",
+  "version": "0.1.0",
+  "description": "Industry and company research domain pack for DeepSeek Harness: methodology skills, an industry-chain structure model (industry_map), public-source policy/news tracking over ctx.web (industry_track), company scan cards (company_scan), and auditable research reports with an optional ctx.researchReport sealing bridge and a builtin Markdown fallback (industry_report). Research only — not investment advice.",
+  "author": "dsh-industry-research contributors",
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/PerryLink/dsh-industry-research.git"
+  },
+  "homepage": "https://github.com/PerryLink/dsh-industry-research#readme",
+  "bugs": {
+    "url": "https://github.com/PerryLink/dsh-industry-research/issues"
+  },
+  "private": false,
+  "type": "module",
+  "main": "./lib/index.js",
+  "types": "./lib/types/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./lib/types/index.d.ts",
+      "default": "./lib/index.js"
+    },
+    "./package.json": "./package.json"
+  },
+  "files": [
+    "lib",
+    "src",
+    "skills",
+    "cordis.patch.yml",
+    "CHANGELOG.md",
+    "THIRD_PARTY_NOTICES.md",
+    "README.md",
+    "README.zh.md",
+    "README.es.md",
+    "README.pt.md",
+    "README.hi.md",
+    "LICENSE"
+  ],
+  "sideEffects": false,
+  "dsh": {
+    "bundle": {
+      "patch": "./cordis.patch.yml"
+    }
+  },
+  "dshWorkshop": {
+    "schema": "omdsh-workshop-package/v1",
+    "type": "plugin",
+    "integration": {
+      "protocol": "harness-profile",
+      "artifact": "cordis.patch.yml"
+    },
+    "install": {
+      "mode": "transactional",
+      "adapter": "profile-bundle",
+      "failurePolicy": "generation-rollback",
+      "touchesCurrentBeforeActivation": false
+    },
+    "lifecycle": {
+      "activation": "restart-profile",
+      "dispose": "supported"
+    },
+    "permissions": [
+      "files:read",
+      "files:write",
+      "network:fetch",
+      "native-code:none"
+    ],
+    "compatibility": {
+      "dshVersions": [
+        "0.1.0-rc.6"
+      ]
+    },
+    "capability": {
+      "id": "industry-research",
+      "kind": "research-domain-pack",
+      "invocation": "mount the dsh-industry-research bundle row, then call industry_map / industry_track / company_scan / industry_report or load the industry-research-method / company-research-method skills",
+      "expected": "ctx.tools gains the four research tools, ctx.skills lists the two methodology skills, artifacts land under the configured industryRoot, and reports carry the research-only disclaimer with a source-traceability appendix"
+    },
+    "evidence": {
+      "install": null,
+      "failureIsolation": null,
+      "hotReload": null,
+      "remove": null
+    }
+  },
+  "keywords": [
+    "dsh",
+    "dsh-plugin",
+    "deepseek-harness",
+    "cordis",
+    "industry-research",
+    "company-research",
+    "research",
+    "report"
+  ],
+  "engines": {
+    "node": "^22.19.0 || >=24.0.0"
+  },
+  "packageManager": "pnpm@11.7.0",
+  "peerDependencies": {
+    "@deepseek-ai/cordis": "^4.0.1",
+    "@deepseek-ai/dsh-skill": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-skill-filesystem": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-tools": "0.1.0-rc.6",
+    "@deepseek-ai/schemastery": "^3.18.0"
+  },
+  "dependencies": {
+    "tsdown": "^0.22.14",
+    "typescript": "^5.9.0"
+  },
+  "devDependencies": {
+    "@deepseek-ai/cordis": "^4.0.1",
+    "@deepseek-ai/cordis-plugin-include": "1.0.6",
+    "@deepseek-ai/cordis-plugin-loader": "1.0.2",
+    "@deepseek-ai/dsh-agent": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-llm": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-session": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-skill": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-skill-filesystem": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-system-prompt": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-tools": "0.1.0-rc.6",
+    "@deepseek-ai/dsh-web": "0.1.0-rc.6",
+    "@deepseek-ai/schemastery": "^3.18.0",
+    "@types/node": "^22.19.0",
+    "@vitest/coverage-v8": "^3.2.0",
+    "oxlint": "0.18.1",
+    "vitest": "^3.2.0"
+  },
+  "scripts": {
+    "build": "node scripts/prepare.mjs",
+    "typecheck": "tsc -p tsconfig.json --noEmit && tsc -p tsconfig.test.json --noEmit",
+    "typecheck:ci": "tsc -p tsconfig.ci.json --noEmit",
+    "test": "vitest run",
+    "test:coverage": "vitest run --coverage",
+    "lint": "oxlint",
+    "prepare": "node scripts/prepare.mjs",
+    "verify:self-contained": "node scripts/verify-self-contained.mjs",
+    "verify:artifacts": "node scripts/verify-artifacts.mjs",
+    "verify:readme-sync": "node scripts/check-readme-sync.mjs",
+    "pack:check": "node scripts/prepare.mjs && pnpm pack"
+  },
+  "license": "Apache-2.0"
+}

package/skills/company-research-method/SKILL.md

@@ -0,0 +1,50 @@
+---
+name: company-research-method
+description: '公司研究方法论：公司研究框架（业务结构/财务要点/风险点）、公开源清单与用户数据文件的使用纪律、数字标注纪律（来源文件+行号+asOf）、合规话术。做单个公司的速览、对比或深度研究时使用；行业层面研究用 industry-research-method。'
+whenToUse: '用户要求研究一个具体公司（速览卡、年报摘录解读、风险梳理）时使用本技能；配合 company_scan 工具落盘卡片。只做行业层面研究时改用 industry-research-method。'
+metadata:
+  pack: dsh-industry-research
+  version: '0.1.0'
+---
+
+# 公司研究方法论（company-research-method）
+
+本技能规范一次公司研究的流程与纪律，产出**每个数字都能标注来源文件与行号**的公司速览卡。合规底线：**仅供研究，不构成投资建议**；不接付费/需登录数据源（企查查、Wind 等留给用户自行导出后作为 `dataFiles` 传入）。
+
+## 工具配合关系
+
+- `company_scan({ name, dataFiles? })`：读用户数据文件（主）+ `ctx.web` 公开检索（辅），落盘 `<industryRoot>/companies/<公司>/card.json` + `card.md`。
+- 卡片落盘后由研究者（模型）在对话中基于 `figureCandidates`（数字候选行，带文件与行号）完成分析段；`industry_report` 会把卡片纳入行业报告。
+
+## 阶段 1：材料归集
+
+1. **用户提供数据为主**：年报/公告摘录、数据表（.md/.txt/.csv/.tsv/.json；v1 不解析 PDF——请用户先转成文本）。文件必须在会话工作区内，`company_scan` 会拒绝越界路径并列出未采纳原因。
+2. **公开源为辅**：`ctx.web` 检索公司简介/业务（官网、公告、权威媒体报道）；`ctx.web` 未挂载或 offline 时记入缺口，不得用记忆充数。
+3. 付费/需登录来源（企查查、Wind、Choice 等）：请用户自行导出摘录后放入工作区，作为 `dataFiles` 传入即可——本插件不直接对接。
+
+## 阶段 2：速览卡框架（company_scan）
+
+卡片三节框架，**每节只写能回溯的内容**：
+
+1. **业务结构**：主营构成、收入分部、上下游位置；从数据文件的目录结构与正文归纳，引用时标注文件。
+2. **财务要点**：只引用 `figureCandidates` 命中的数字行，格式「指标：数值 单位（截至 asOf，来源 文件:行号）」；跨期比较注明口径。
+3. **风险点**：只列来源材料中明示的风险（年报「风险提示」章节、公告、监管文书）；**不得凭空列举**；无材料时保留「待补」。
+
+## 阶段 3：深化与并入行业研究
+
+- 需要行业坐标时，用 `industry_map` 把公司放入产业链节点（指标槽位同样遵守来源纪律）。
+- `industry_report` 会把 `companies/` 下的卡片汇总进行业报告的公司速览一节；卡片的缺口会并入报告缺口清单。
+
+## 公开源清单（按优先级）
+
+1. 公司披露：官网投资者关系页、定期报告与公告原文。
+2. 监管与政务：证监会/交易所披露、行业主管部门政策原文（`gov.cn`）。
+3. 权威媒体与行业协会发布；搜索引擎摘要只作线索，引用前尽量抓取原文核对。
+4. 不采用：匿名论坛帖、无署名转载、无法定位发布时间的页面（可作线索，不进证据）。
+
+## 口径纪律与合规话术
+
+- 每个数字三要素：数值、单位、来源（文件:行号 或 URL），尽量带 asOf；缺来源一律待补。
+- 财务数据优先「公司披露口径」；媒体二手数据必须标注为二手。
+- 结论性表述以「仅供研究，不构成投资建议」收尾；不预测股价、不评价买卖时点、不作评级。
+- 缺口声明优于完整假象：查不到的写进缺口清单。

package/skills/industry-research-method/SKILL.md

@@ -0,0 +1,57 @@
+---
+name: industry-research-method
+description: '行业研究方法论：产业链上中下游拆分法、供需分析框架、政策跟踪口径、数据口径纪律（每个数字必须有来源与 asOf）、缺口声明纪律（宁标缺口不编造）。做行业梳理、产业链建图、政策动态跟踪或行业报告撰写时使用；只查单一公司时用 company-research-method。'
+whenToUse: '用户要求研究一个行业（梳理产业链、跟踪政策动态、写行业研究报告）时使用本技能；配合 industry_map / industry_track / industry_report 工具落盘可核查产物。只做公司层面研究时改用 company-research-method。'
+metadata:
+  pack: dsh-industry-research
+  version: '0.1.0'
+---
+
+# 行业研究方法论（industry-research-method）
+
+本技能规范一次行业研究的全流程，产出**每个数字都能回溯到来源**的可核查产物。合规底线：**仅供研究，不构成投资建议**；不接交易、不做实时告警、不使用需登录/付费/绕反爬的数据源。
+
+## 工具配合关系
+
+| 阶段 | 工具 | 产物 |
+|---|---|---|
+| 建图 | `industry_map` | `<industryRoot>/<行业>/chain.json`（校验过的产业链结构图） |
+| 跟踪 | `industry_track` | `<industryRoot>/<行业>/timeline.jsonl`（政策/动态时间线） |
+| 成文 | `industry_report` | `reports/<时间戳>/report.md` + `manifest.json`（引擎缺席时为 builtin-fallback） |
+
+工作区默认根为 `industry-research/`（可用 `industryRoot` 配置）。方法论细节见 `references/frameworks.md`（供需框架与常见拆分模板），需要时再用 read 工具加载。
+
+## 阶段 1：产业链拆分（industry_map）
+
+1. 先调用 `industry_map({ industry })`（不带 chain）读取当前图与已登记来源；有用户笔记/文件时经 `seed`/`seedFiles` 登记为来源（得 ref，如 `S1`）。
+2. 按上/中/下游拆分撰写 ChainMap：
+   - **上游**：原材料、关键投入品、设备与基础设施。
+   - **中游**：生产制造、核心工艺环节、主要参与者类型。
+   - **下游**：分销渠道、终端应用、消费者/客户类型。
+   - 边表示投入→产出关系，`note` 写明关系性质（如「原料供应」「渠道分销」）。
+3. 每个节点挂指标槽位：**有 `value` 必须带 `sourceRef`**（sources.json 的 ref、URL 或工作区路径）并尽量带 `asOf`；暂时没有来源的指标**只写 `key` 不写 `value`**——这就是显式待补槽位，禁止填估计值。
+4. 带 `chain` 再次调用 `industry_map`；校验失败（悬空边、无来源数值、非法 tier）按返回的问题清单修正后重试。
+5. 工具返回的 `gaps` 是后续工作的清单，不是失败：逐项决定是补充来源还是保留待补。
+
+## 阶段 2：政策与动态跟踪（industry_track）
+
+1. 默认主题为「<行业> 行业 政策」与「<行业> 行业 动态 要闻」；用户给定点时经 `topics` 传入。
+2. 条目纪律：每条带来源 URL、发布日期（来源无日期则为空，**不得编造日期**）、摘要与快照哈希；抓取失败的条目以纯引用形式记录并在 `note` 中说明。
+3. 来源治理：部署方可用 `sourceAllowlist`/`sourceBlocklist` 收口（如只信 `gov.cn`）；被拦截与去重的计数在结果中如实报告。
+4. `ctx.web` 未挂载或 `offline: true` 时工具会响亮失败——如实转告用户需要挂载 web provider 或关闭 offline，**不得**用记忆代替检索结果充数。
+
+## 阶段 3：报告成文（industry_report）
+
+1. 默认自动草稿即可成文；需要定制叙述结构时用 `draft` 撰写 sections + claims：
+   - 每条 claim 必须登记 `evidenceIds`（`E-chain` / `E-timeline` / `E-company-<slug>`）。
+   - claim 文本中的数字必须与证据内容一致——引擎路径会逐条核查，builtin-fallback 路径会把 claims 如实标记为 unverified。
+2. 报告必须保留：免责声明（仅供研究，不构成投资建议）、来源回溯表、缺口与待补清单。
+3. 挂载了 `ctx.researchReport` 引擎时报告经其 `assemble` 封存并回传 sealHash 与逐 claim 结论；未挂载时走 `reports/<时间戳>/` 的版本化降级目录，如实标注 `engine: builtin-fallback`。
+
+## 口径纪律（违反即返工）
+
+- **每个数字三要素齐全**：数值、单位、来源（+ 尽量 asOf）；缺来源的数字降级为待补槽位。
+- **口径一致**：同一指标跨来源使用时注明口径差异（如「出厂口径 vs 零售口径」）。
+- **缺口声明优于完整假象**：找不到的数据写进缺口清单，禁止编造产业链数据、公司数字或政策条文。
+- **区分事实与判断**：检索到的事实带来源；研究者的判断/推测必须明示为判断，不混入证据区。
+- **合规话术**：对用户的任何结论性表述以「仅供研究，不构成投资建议」收尾；不预测价格、不推荐买卖。